Portage Point Partners

Operationally focused advisory and interim management

Director – Transaction Advisory Services Healthcare & Life Sciences

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-time$550k - $800k /yrHybrid

About the Job

Requirements

A bachelor's degree from a top undergraduate program is required.
The candidate must be located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, New York, Palm Beach or Philadelphia.
The candidate must collaborate in the office four days per week and be willing to work at client sites as needed.
An active Certified Public Accountant license is required.
At least eight years of financial due diligence and transaction advisory experience is required, with a significant focus on healthcare and life sciences transactions, including providers, payers, pharma, biotech, medtech or healthcare information technology.
Professional experience within a Big Four accounting or top-tier advisory firm leading healthcare-focused diligence engagements is required.
Understanding of United States generally accepted accounting principles and healthcare-specific accounting considerations is required, including revenue recognition under Accounting Standards Codification 606, value-based care arrangements and third-party payor dynamics.
Strong financial modeling and data visualization skills are required.
The candidate must be able to lead teams in high-pressure, client-facing environments and drive solution development for complex, regulated markets.
Strong written and verbal communication skills are required, including executive-ready presentation and reporting skills.
The candidate must be able to thrive in lean, fast-moving teams.
High attention to detail, responsiveness and an ownership mindset are required.
A track record of success in high-pressure, client-facing environments is required.

Responsibilities

Partner directly with senior firm leaders and clients to develop comprehensive transaction solutions across healthcare and life sciences, including providers, payers, pharma, medtech and digital health.
Lead multiple engagements and cultivate lasting client relationships through sector-focused, insight-driven execution.
Own the engagement lifecycle, including scoping and contracting, resource planning and staffing, budget development, work-in-progress management, and timely billing and collections.
Execute buy-side and sell-side financial due diligence focused on healthcare-specific dynamics, including revenue cycle, reimbursement models, physician alignment, regulatory and compliance considerations, and payer mix.
Perform quality of earnings, working capital, net debt and cash flow analyses tailored to the drivers and risks of healthcare transactions.
Support clients through transaction negotiations, including purchase agreement review and working capital definition and negotiation.
Review healthcare-specific contracts and agreements, including payer and provider contracts, joint ventures, and management service agreements, to identify deal implications.
Draft diligence reports highlighting key findings, including normalized earnings, regulatory risks, operational benchmarks and post-close integration considerations.
Collaborate with performance improvement, turnaround and restructuring, and investment banking teams to deliver integrated solutions addressing clinical, operational and financial challenges unique to healthcare organizations.
Lead proposal development and pitch delivery for healthcare and life sciences opportunities, including cross-selling into performance improvement, turnaround and restructuring, valuations, and investment banking.
Build a personal and institutional network of healthcare-focused private equity investors, strategic buyers and executives to drive recurring engagements and revenue growth.
Coach and mentor junior team members, sharing healthcare sector knowledge and transaction advisory best practices.
Lead or support internal trainings and best-practice sharing.
Support talent acquisition and firm-building initiatives.
Contribute to a high-performing, inclusive and values-driven culture.

Desired Qualifications

A Chartered Financial Analyst designation or healthcare-related certifications, such as the HFMA Certified Healthcare Financial Professional, are a plus.
Familiarity with Tableau, Alteryx and healthcare data sources such as CMS and HCRIS is preferred.

Salary Range: 550000 to 800000 (Currency: USD) (Pay period: per-year-salary)

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).

The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.

The Director, TAS // Healthcare & Life Sciences at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director will serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Director, Healthcare & Life Sciences will report directly to the TAS Practice Line Leader and manage a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.

Responsibilities

Partner directly with senior Portage Point leaders and clients to develop comprehensive transaction solutions across the healthcare and life sciences continuum, including providers, payers, pharma, medtech and digital health
Lead multiple engagements and cultivate lasting client relationships through sector-focused, insight-driven execution
Own the engagement lifecycle, including scoping and contracting, resource planning and staffing, budget development, WIP management, and timely billing and collections
Execute buy-side and sell-side financial due diligence with a focus on healthcare-specific dynamics, such as revenue cycle, reimbursement models, physician alignment, regulatory and compliance considerations and payer mix
Perform quality of earnings, working capital, net debt and cash flow analyses tailored to the unique drivers and risks of healthcare transactions
Support clients through transaction negotiations, including purchase agreement review and working capital definition and negotiation
Review healthcare-specific contracts and agreements (e.g., payer / provider contracts, joint ventures, management service agreements) to identify deal implications
Draft clear and compelling diligence reports highlighting key findings, including normalized earnings, regulatory risks, operational benchmarks and post-close integration considerations
Collaborate cross-functionally with PI, TRS and IB teams to deliver integrated solutions that address clinical, operational and financial challenges unique to healthcare organizations
Lead proposal development and pitch delivery for healthcare & life sciences opportunities, including cross-sell into PI, TRS, VAL and IB
Begin building a personal and institutional network of healthcare-focused private equity investors, strategic buyers and executives to drive recurring engagements and revenue growth
Provide coaching and mentorship to junior team members, sharing healthcare sector acumen and transaction advisory best practices
Lead or support internal trainings and best practice sharing
Support talent acquisition and firm-building initiatives
Contribute to a high-performing, inclusive and values-driven culture

Qualifications

Bachelor’s degree from a top undergraduate program
Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, New York, Palm Beach or Philadelphia
Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
Active Certified Public Accountant (CPA) license required; CFA or healthcare-related certifications (e.g., HFMA CHFP) is a plus
At least eight years of financial due diligence and transaction advisory experience, with a significant focus on healthcare and life sciences transactions (providers, payers, pharma, biotech, medtech or healthcare IT)
Professional experience within a Big Four accounting or top-tier advisory firm leading healthcare-focused diligence engagements
Understanding of US GAAP principles and healthcare-specific accounting considerations, including revenue recognition under ASC 606, value-based care arrangements and third-party payor dynamics
Strong financial modeling and data visualization skills; familiarity with Tableau, Alteryx and healthcare data sources (CMS, HCRIS, etc.) preferred
Proven ability to lead teams in high-pressure, client-facing environments and drive solution development for complex, regulated markets
Superior written and verbal communication skills, including executive-ready presentation and reporting skills
Proven ability to thrive in lean, fast-moving teams
High attention to detail, responsiveness and ownership mindset
Track record of success in high-pressure, client-facing environments

About the Company

Portage Point Partners

Operationally focused advisory and interim management

Portage Point Partners provides business advisory and interim management to help companies navigate complexity, transitions, and underperformance. Its team of operators and advisers diagnoses issues, develops practical plans, and leads execution during critical periods across finance, operations, and strategy. They differentiate themselves through hands-on operational execution and real-world leadership, covering performance improvement, transformation, and restructuring while aligning stakeholder interests. The goal is to restore performance and maximize value for owners, creditors, employees, and other stakeholders.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Chicago, IL
Founded: 2016

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